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Expanded Waymo scale and Nevada fleet-permit signal higher potential for monetization (software, data, services) and possible licensing opportunities for Alphabet, which can lift GOOG valuations if execution proves durable and regulatory timelines align.
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Waymo is extending its public robotaxi service to three new markets—Denver, San Diego, and Tampa—raising its U.S. footprint to 14 cities and expanding fleet size to more than 4,000 vehicles (Jaguar I-Pace and Ojai). The move reinforces Alphabet's AV leadership amid Tesla's competitive push and suggests near-term monetization prospects through software, services, and partnerships, supported by favorable regulatory progress.
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